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AGVEX vs WGIFX
AGVEX vs WGIFX Comparison
Open Charts AGVEX vs WGIFX
American Funds Global Insight F-1
Price$23.76
Change+$0.10 (+0.42%)
VolumeN/A
Net Assets15.34B
American Funds Capital World Gr&Inc F2
Price$64.76
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
AGVEX vs WGIFX Comparison Chart
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AGVEX vs. WGIFX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AGVEX is a StrongBuy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 127B vs. AGVEX (15.3B). WGIFX pays higher dividends than AGVEX: WGIFX (1.90) vs AGVEX (1.13). AGVEX was incepted earlier than WGIFX: AGVEX (5 years) vs WGIFX (16 years). WGIFX is a more actively managed with annual turnover of: 27.00 vs. AGVEX (23.00). AGVEX (250) and WGIFX (250) have matching initial minimum investment requirements. AGVEX annual gain was more profitable for investors over the last year : 13.56 vs. WGIFX (11.21). AGVEX return over 5 years is better than : 42.03 vs. WGIFX (28.69).
| AGVEX | WGIFX | AGVEX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 1.931 | 2.065 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 127B | 12% |
| Annual Yield % from dividends | 1.13 | 1.90 | 60% |
| Returns for 1 year | 13.56 | 11.21 | 121% |
| Returns for 3 years | 15.67 | 9.14 | 171% |
| Returns for 5 years | 42.03 | 28.69 | 146% |
| Returns for 10 years | N/A | 49.01 | - |